Introduction
Award-winning financial planning firm
In 2001, Paradigm Norton was founded with a clear aim: “to impact the lives of our clients, our community, and our team for the better, forever.”
We are a multi‑award‑winning financial planning firm, with an increased presence in Exeter and the South West following our merger with Clover Wealth and Tower Hill Associates in 2021.
We’re small enough that you will receive the personalised service our clients tell us they value, we won’t be ‘clock-watching’, and you will feel part of our community. Yet we’re large enough that we have the resource and scale to provide dedicated technical support to our advisers, be proactive in developing our service and benefit from negotiated discounts with third parties.
We can help with:
The Stats
Our key numbers as of 2025
Paradigm Norton have been around for 20+ years and in that
time, we have helped thousands of families across the UK.
Exeter
Local Financial Planner in Exeter
We take a responsible and evidence based approach to investment, investing based on academia, not stories, and investing with people and planet in mind.
Innovation is at the heart of how we plan. We don’t see financial planning as a spreadsheet exercise, but as a way to liberate people to pursue their wider life goals, interests and passions. Above all, our aim is to deliver financial plans that evolve wealth into the life our clients want to live.
Multi-award-winning financial planners
We’re proud to be recognised as one of the UK’s leading financial planning firms.
How we help
Who we support
The people we work with come from different walks of life, but they share one goal: to turn wealth into freedom to pursue what matters most.
Beyond individuals and families, our expertise also extends to the following key sectors:
People, Planet, Profit
Who are Paradigm Norton?
Financial planning is personal, shaped by the people you care about, the choices you make and the life you want to lead.
That belief runs through everything we do, from how we listen and plan with you, to the way we run our own business as an employee-owned, purpose-driven team.
Over the years, we’ve grown to nearly 90 people across three offices, each site united by a commitment to measure success by more than profit alone.
We have been proudly employee-owned since 2019, and as a Certified B Corporation, we hold ourselves accountable across governance, the way we look after our people, our environmental impact, and how we give back to the places we live in.
One clear expression of this is the Paradigm Norton Trust. Since 2007, we’ve given more than £600,000 to nearly 300 charities, including small local organisations and international causes where every donation has extra impact.
It’s part of how we live our values: combining financial expertise with genuine care.
